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| By Juan Villaverde |
I never get tired of talking crypto.
So, being among hundreds of thoughtful enthusiasts face-to-face for three straight days … makes me happy as a pig in clover.
That’s exactly what happened at our 2026 Weiss Investment Summit.
It’s honestly a highlight of my year, and I am already looking forward to next year’s Summit.
I’ll send you the exact dates for next year’s event as soon as I can. But just keep in mind it’ll take place around the same time.
And if it’s anything like this year’s event, it’s going to be a blast!
In fact, I have it on good authority that our team is already planning even bigger things for next year’s gathering.
You won’t want to miss it.
Especially if exciting things happen in the markets while we’re together.
That’s exactly what happened this week.
Bitcoin (BTC, “A-”) finally broke above $80,000 while we were in Boca Raton. After briefly poking above $82,000, it has settled just below $80,000s, as I write.
This is all as expected: Because this rally is fast running out of gas.
And Summit attendees got to hear that from me first, live and in person.
Here’s why I think so …
Earlier this week, President Trump announced Project Freedom, which would have seen U.S. Navy escorts for commercial vessels transiting the Strait of Hormuz.
But he rescinded the order a day later.
This tells us this tense impasse will likely continue. And with it, the worst energy crisis in modern history will accelerate.
The United Arab Emirates left OPEC to escape the cartel’s output ceilings. Almost immediately, it ramped up production through the port of Fujairah, which bypasses the Strait of Hormuz.
It was a smart move … but one that swiftly brought on Iranian drone strikes.
As Iran’s Revolutionary Guards seized the moment to show they may not be quite as depleted as described in Trumpian rhetoric.
The U.S. Navy also did its share, engaging Iranian speedboats as they tried to strike back against the American blockade. And to no one’s surprise, wound up sunk.
Until recently, global markets seemed content looking past the Mideast; confident a resolution was just around the corner.
But recent events tell me otherwise.
This gap between Wall Street perception and the reality on the ground in the Middle East will likely close if active hostilities resume.
And it’s why I believe the crypto market is about to head south shortly.
Picture an Impending Market Top
I have omitted the Japanese M2 money supply indicator from this chart because it shows the same thing as Central Bank Liquidity.
From May 9, both point to the downside. A couple of months of it.
What are the odds that Bitcoin just so happens to be rallying exactly into this date?
Slim. Very slim. To me, none of this is coincidental.
While the market is cheering and the bulls come out of hibernation to proclaim the bear market dead ... we know better.
When sentiment shifts hard in one direction — either unrestrained euphoria or abysmal panic — that’s usually a good sign that you’re at a turning point in the market.
I've been trading for almost two decades. And despite that long experience, trading counter-cyclically — selling high and buying low — STILL doesn’t feel right.
That's the whole point.
And it’s why so many investors get in trouble. They let their emotions guide their decisions.
That’s why I am so glad you’re on this journey with me.
You don’t have to learn the hard way. You get the benefit of my experience without needing to make my early mistakes.
I’ll let you know when I see market shifts like these coming … and when you should ignore the noise from the crypto crowd.
If you want even more guidance, my Crypto Timing Model can help. It has accurately called the highs and lows of the past three bull markets.
And my Weiss Crypto Investor members were able to benefit from that precision with exact “buy” and “sell” recommendations to help them maximize their long-term gains.
In fact, my model sees one such buying opportunity on the horizon — the 320-day cycle low. It’s coming this summer, and it may be the best chance to load up on your favorite crypto before the next run.
If you want to see when exactly my model says to act, click here.
Best,
Juan Villaverde
